Edward Lu

Current Employers

Employment History

• 10/2023 → 04/2024
  Morgan Stanley
  Potomac, MD
• 06/2022 → 12/2022
  Cambrian Asset Management
  Mill Valley, CA
• 11/2018 → 06/2022
  Dnart Inc.
  Burlingame, CA
• 08/2018 → 12/2018
  Leprix
  Arlington, VA
• 08/2016 → 11/2016
  Crowdstar
  Burlingame, CA
• 11/2016 → 08/2018
  Unemployed
  Las Vegas, NV
• 12/2022 → 10/2023
  Unemployed
  Rockville, MD
• 04/2024 → Present
  Blackfield Capital Management Llc
  Rockville, MD

Previous Registrations

• 2023-11-22 → 2024-05-15
  Morgan Stanley
  Potomac, MD

Other Businesses

the name of the other business; Licensed Insurance Agent whether the business is investment-related; Yes the address of the other business; 1451 Rockville Pike, Ste 250 Rockville, MD 20852 the nature of the other business; Insurance business your position; Licensed Insurance Agent title, or relationship with the other business; Licensed Insurance Agent the start date of your relationship; 06/2024 the approximate number of hours/month you devote to the other business; 0 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Offer insurance products to clients when appropriate

Exams

• S66 Uniform Combined State Law Examination
  2023-11-20
• S63 Uniform Securities Agent State Law Examination
  1995-10-17

Other Names

• Ted Lu
• Edward Lu
• Edward J Lu
• Edward Jason Lu